Pub. 5 2017 Issue 1

2017 Speakers and Workshop Presenters Adam Witmer, CRCM, Senior Consultant, Young & Associates (Friday Morning Seminar) Adam Witmer is a Senior Consultant with Young & Associates, Inc. where he focuses on regulatory compliance. Adam tries to make compliance fun by providing real life stories that apply to the topic at hand. He conducts seminars for state banking associations throughout the United States, provides in -bank training for clients, delivers keynote speeches, and conducts compliance webinars. In addition to compliance education, Adam serves client banks in the Midwest through consulting and by writing articles for various publications. Prior to joining Young & Associates, Inc., Adam served as an officer and the Director of Compliance for a multi -bank holding company. He has held the titles of Compliance Officer, BSA Officer, and CRA Officer for multiple banks, and has experience in the areas of internal audit, deposit and loan operations, retail banking, and secondary market lending. He holds the designation of Certified Regulatory Compliance Manager (CRCM) by the Institute of Certified Bankers in Washington, D.C. Adam earned a BA in Business Administration from Taylor University and an MBA in Management and Human Resources from Indiana Tech. Adam will present “ Hot Topics for Regulatory Compliance .” Patrick Barkey, Director, Bureau of Business & Economic Research, University of Montana Patrick Barkey became director of the BBER in July 2008, after serving as director of health care research since April 2007. He has been involved with economic forecasting and health care policy research for twenty -four years, both in the private and public sector. He served previously as Director of the Bureau of Business Research at Ball State University in Indiana for fourteen years, overseeing and participating in a wide variety of projects in labor market research, and state and regional economic policy issues. He attended the University of Michigan, receiving a B.A. (’79) and Ph.D. (’86) in economics. Pat will share his annual state and national economic forecast . Melanie Hall, Commissioner, Montana Division of Banking & Financial Institutions Melanie Hall is Commissioner of the Montana Division of Banking and Financial Institutions. She provides overall leadership to the Banking Division, which is responsible for the supervision of 49 state - chartered banks and 9 state - chartered credit unions with over $31 billion in total assets. In addition, her division licenses and examines over 3,700 non - bank financial entities. In order to protect Montana consumers, the Division regularly assesses the safety and soundness of all state- chartered depository institutions as well as the compliance of all regulated entities according to Montana state law. Commissioner Hall obtained her B.A. in Economics from Eckerd College in St. Petersburg, Florida, and her juris doctor from Tulane Law School in New Orleans, Louisiana. She has been an attorney in private practice dealing with civil litigation in a wide variety of areas including maritime law, environmental regulation, commercial transactions and class action litigation. Angela Murdo, CPA, CFE, Shareholder, Anderson ZurMuehlen & Co., P.C. Angela (Angie) Murdo graduated from the University of Montana with a Bachelors of Science in Business Administration and a Masters of Accountancy. She has been working for Anderson ZurMuehlen & Co., P.C. for fifteen years. She is a member of the AICPA, MSCPA, and the Association of Certified Fraud Examiners. Angie works in the attest department specializing in audit and consulting work for financial institutions including compliance exams and internal auditing. She has received specialized trainings relating to bank compliance including the Federal compliance school. Don Bennett and Blayne Furey, eFinancial Solutions, Inc. Don Bennett graduated from the University of Montana in 1979 and the Pacific Coast Banking School in 1991. Don founded Freedom Bank in Columbia Falls, Montana in 2005 and started eFinancial Solutions in 2007 to design the AMP Loans software to improve lending operations for financial institutions through loan portfolio management and collaborative software solutions for the financial industry. Blayne Furey started working for eFinancial Solutions in 2011 as the Senior Account Executive. Blayne is responsible for the implementation, training, and support of the flagship product, AMP Loans. 2017 Speak rs and Wor hop Pr s nters Gerry Bulger, Vice President, PayneWest Insurance Gerry began his career in 1985 working for Fred S James Company (which became Sedgwick and then Marsh) before joining PayneWest Insurance in 2003. He worked in both management and broker production during his time at Marsh. As a property casualty broker, Gerry assists his clients with risk management and traditional property casualty placements. Gerry’s clients are primarily financial institutions, ranging from single location banks to large regionals, and higher education focused. Gerry and his wife, Bridget, grew up in Montana and graduated from the University of Montana. They have three children.